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Fiserv
FI

Overview Fund Activity

1,337 hedge funds and large institutions have $53.7B invested in Fiserv in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 547 increasing their positions, 467 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+17
Holders Change %
+1.29%
% of All Funds
23.12%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.47%
New
123
Increased
547
Reduced
467
Closed
92
Calls
$402M
Puts
$426M
Net Calls
-$23.8M
Net Calls Change
-$69.7M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$225M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
3
BlackRock
BlackRock
New York
+$192M
4
Capital World Investors
Capital World Investors
California
+$184M
5
State Street
State Street
Massachusetts
+$166M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$1.34B
2
Parnassus Investments
Parnassus Investments
California
-$190M
3
Harris Associates
Harris Associates
Illinois
-$175M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$120M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWC
876
First Washington Corp
Washington
$608K – – –
WI
877
Wintrust Investments
Illinois
$600K -$7.58K -81 -1%
HI
878
Harbour Investments
Wisconsin
$600K – – –
CBT
879
CoreFirst Bank & Trust
Kansas
$599K – – –
KWM
880
Kingsview Wealth Management
Oregon
$599K +$3.46K +37 +0.6%
SIM
881
Sadoff Investment Management
Wisconsin
$592K – – –
MA
882
Mutual Advisors
Nebraska
$589K +$62.9K +673 +12%
LGA
883
Lebenthal Global Advisors
New York
$588K – – –
QT
884
Quantbot Technologies
New York
$583K +$583K +6,237 New
RCAG
885
Rehmann Capital Advisory Group
Michigan
$577K -$4.12K -44 -0.7%
FMAEN1
886
Fund Management at Engine No 1
California
$575K +$25.8K +276 +5%
OWP
887
Obermeyer Wealth Partners
Colorado
$572K – – –
EAM
888
Eukles Asset Management
Ohio
$568K -$655 -7 -0.1%
IIA
889
Integral Investment Advisors
California
$562K +$14.9K +159 +3%
FAIM
890
Financial Advocates Investment Management
Washington
$562K +$140K +4,774 +33%
SPC
891
Sigma Planning Corp
Michigan
$561K +$2.53K +27 +0.5%
YC
892
Yarbrough Capital
Tennessee
$558K – – –
FAT
893
First American Trust
California
$557K -$4.4K -47 -0.8%
TWM
894
Thrive Wealth Management
Pennsylvania
$557K +$219K +2,337 +65%
CAM
895
Cresset Asset Management
Illinois
$556K +$7.96K +85 +1%
PCM
896
Parsons Capital Management
Rhode Island
$554K – – –
BTW
897
Boston Trust Walden
Massachusetts
$551K – – –
Jennison Associates
898
Jennison Associates
New York
$548K +$548K +5,857 New
CHC
899
City Holding Co
West Virginia
$547K -$67K -716 -11%
BOS
900
Bank of Stockton
California
$544K -$10.8K -115 -2%
34 35
36
37 38